Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $48.6M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$124K in admin expenses, $156 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $57.5M of the plan's $58.9M. Recordkeeper: not identified.
Target-date series: BlackRock LifePath Index, other, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $11.9M | 20.6% |
| BlackRock LifePath Index BlackRock · Separate account Target-date, 9 vintages | $10.3M | 17.9% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Separate account | $6.9M | 12.0% |
| Allspring Cor Plus Bd CIT D1 Allspring · Collective trust | $5.0M | 8.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Separate account | $4.8M | 8.3% |
| MFS Value Fund R6 MFS (Sun Life) · Separate account | $3.7M | 6.4% |
| Standard Stable Asset A Manager not matched · Insurance contract | $3.4M | 5.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $3.1M | 5.3% |
| Carillon Eagle MC Growth R6 Raymond James · Separate account | $1.8M | 3.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $1.3M | 2.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Other vehicle moveCohen & Steers US Rlty CIT RS to Cohen & Steers US Rlty Fd RSseparate account to collective trust | $349K to $492K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
9 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 Direct payment from the plan; Custodi... | $102,916 |
Service code 27 · EIN 43-1451524 Advisory (Plan) | $58,279 |
Service code 27 · EIN 27-1667654 Advisory (Plan) | $42,202 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025